Before you send a request

Equipment financing
request checklist

Buying a lift, a work truck or another machine for your business? Use this checklist to organize the purchase and the information you may need for a financing conversation.

Compare two purchase scopes and download your questions ↓

MachineFunded buyer resource · Updated November 4, 2026

Your preparation checklist

Check items as you prepare. No documents or financial details are entered here. The checkmarks reset when you reload this page.

0 of 5 checked

Step 1Identify the equipmentNote the type of equipment and whether it is new, used or being sold at auction. Keep the make, model and listing handy if you have them.Step 2Gather the quote or listingKeep the seller’s quoted price and contact details together. Identify any separate delivery, installation or other purchase costs for your own planning.Step 3Have your business basics readyThe request form asks for your business name, state, time in business and monthly revenue range, along with your contact details.Step 4Explain what the equipment will doWrite down the business purpose for yourself: replacing a machine, adding capacity or supporting a new job. Consider how it fits the business’s operations.Step 5Plan for any follow-up documentsIf a funding partner requests records, ask which documents are needed and use that partner’s secure channel. Do not send bank statements or identity documents through this checklist.

Checking items does not send a request or establish eligibility.

Your private working checklist

Compare the purchase scope before making a commitment

Use two equipment options or two versions of a quote. Keep the actual descriptions and records privately; use the review below to identify which questions still need an answer.

No email or account is needed. Your choices are held in this page’s memory and are not saved to an account. Download to keep a copy on your device. Only general tool-use actions are measured, without your answers.

Prepare your comparison

Review two purchase scopesCompare what is known and what remains open for each option. An unchecked item is not assumed to be included.

Choose a task to see its questions and prepare your takeaway.

Private equipment-scope question sheet. It does not recommend buying, borrowing or leasing, establish eligibility, or send a financing request.

Before you take the next step

Keep the purchase separate from the funding decision

Consider how the equipment will be used, whether buying or leasing suits the business, and how the purchase would affect cash available for operations. A seller's quote is a starting point for your planning.

Ask what the partner needs

Document requirements vary by provider and request. A funding partner may ask for financial records or more information about the business and equipment. Confirm the specific list and the secure way to provide it directly with that partner.

You decide whether to send a request

This checklist is a preparation aid. Checking every item does not establish eligibility or send an application. Any financing offer depends on a funding partner's review. The separate request form explains the information and contact consent it asks for.

Sources and scope

Our preparation suggestions draw on the resources below and the information requested by our equipment form. They are not a funding partner's eligibility rules or a complete application document list.

Sources reviewed November 3, 2026.